Family Office Operations Manager

The Quest Organization

Stamford, CT

JOB DETAILS
SKILLS
Accounting, Administrative Skills, Banking Services, Billing, Budgeting, Business Operations, Calendar Management, Cash Flow, Communication Skills, Documentation, Executive Assistant Skills , Expense Management, Financial Administration, Financial Management, Financial Reporting, Financial Systems, High Net Worth, Intuit Quickbooks, Legal Support Skills, Maintain Compliance, Microsoft Office, Multitasking, Office Management, Operational Support, Operations Management, Organizational Skills, Process Improvement, Project/Program Management, Property Maintenance, Record Keeping
LOCATION
Stamford, CT
POSTED
30+ days ago

Family Office Operations Manager


A private family office is seeking an experienced Family Office Operations Manager to oversee the day-to-day operations of a high-net-worth family and its related entities. This is a highly visible role responsible for financial administration, business operations, property oversight, and executive support.


Responsibilities:


  • Oversee daily family office operations, including budgeting, cash flow, bill pay, and expense management.
  • Coordinate with accountants, attorneys, wealth advisors, and other trusted advisors.
  • Manage financial reporting, banking relationships, contracts, invoices, and vendor agreements.
  • Support operations across multiple family-owned entities and drive process improvements.
  • Maintain records, compliance documentation, and administrative workflows.
  • Coordinate multiple residences, including maintenance, renovations, vendors, and household staff.
  • Manage travel, calendars, events, philanthropic initiatives, and other executive support needs.
  • Handle confidential matters with professionalism, discretion, and sound judgment.


Qualifications:


  • Bachelor's degree preferred.
  • 5+ years of experience in a family office, private office, business management, or executive support environment.
  • Experience supporting high-net-worth individuals or family-owned businesses.
  • Strong financial, organizational, and project management skills.
  • Proficiency with Microsoft Office, QuickBooks, and financial systems.
  • Excellent communication skills and the ability to manage multiple priorities.

About the Company

T

The Quest Organization

For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.

Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.

COMPANY SIZE
10 to 19 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1985
WEBSITE
http://www.questorg.com